Detailed instructions on how to set up and manage user permissions in GTG CRM.

1. Access Permissions

Step 1: Log in to GTG CRM

Log in to your GTG CRM account.

Step 2: Open the Settings Menu

Look at the menu on the left , scroll to the bottom and click on Settings .

Step 3: Select Permissions

In the Settings menu, click on Permissions .

2. View Default Roles

GTG CRM provides 3 default roles :

Administrator

Marketing Manager

Marketing Staff

3. Create a New Role

Step 1: Click "Add role"

In the upper right corner of the screen , click the "Add role" button.

Step 2: Name the Role

Enter a name for the new role (e.g., "Sales", "Support", "Warehouse").

Step 3: Add a Description (Optional)

Provide a brief description of this role for easier management later.

 Ví dụ: - Tên: Sales - Mô tả: Nhân viên bán hàng, quản lý khách hàng và đơn hàng 4. Customize Permissions Ví dụ: - Tên: Sales - Mô tả: Nhân viên bán hàng, quản lý khách hàng và đơn hàng

Rights Structure

Each module has its own set of permissions:

 Module ├── Create (Tạo mới) ├── View (Xem) ├── Update (Cập nhật) ├── Delete (Xóa) └── Các quyền đặc biệt khác Enable/Disable Permissions Module ├── Create (Tạo mới) ├── View (Xem) ├── Update (Cập nhật) ├── Delete (Xóa) └── Các quyền đặc biệt khác

Use the toggle switch to enable/disable each permission:

• 🔵 Toggle ON : Allow
• ⚪ Toggle OFF : Not allowed

Module-based permissions

Automation Workdraw

Landing Page

Marketing

printer

Email & Messaging

Save Role

After you've finished customizing, click "Save" to create the role.

New roles will appear on the list:

5. Assign Roles to Users

Step 1: Open "User Management"

The "User List" here contains all users in the workspace.

Step 2: Find the User

Find the user you want to assign permissions to in the list.

Step 3: Choose a Role

In the "Roles" column, click the dropdown to open the list of roles.

Step 4: Assign Roles

Select the appropriate role from the dropdown. The role will be assigned immediately.

Step 5: Confirmation

Verify that the assigned roles are correct.

 ✅ Nguyễn Văn A - Sales ✅ Trần Thị B - Sales ✅ Lê Văn C - Marketing Manager 6. Role Management ✅ Nguyễn Văn A - Sales ✅ Trần Thị B - Sales ✅ Lê Văn C - Marketing Manager

Edit Roles

1. Click on the role you want to edit.
2. Change of authority
3. Click Save

Delete Role

1. Click on the role you want to delete.
2. Click Delete role
3. Confirm deletion

⚠️ Note : Default roles (Administrator, Marketing Manager, Marketing Staff) cannot be deleted.

Practical Example

Example 1: Creating the "Sales" Role

Objective : Sales staff need to manage customers, send text messages, and send emails.

Granting authority :

• ✅ CRM: Complete
• ✅ Messaging: Entire
• ✅ Email: All
• ✅ Automation: Create, View, Update
• ✅ Landing Page: Create, Update, Publish, View
• ⚠️ Marketing: Views Only

Rights NOT granted :

• ❌ Delete Automation
• ❌ Delete Landing Page
• ❌ Manage Marketing Campaigns

Example 2: Creating the "Support" Role

Objective : Support staff only need to view messages and respond to customers.

Granting authority :

• ✅ Messaging: View, Reply
• ✅ CRM: View All Contacts, View Object
• ⚠️ Email: View only

Rights NOT granted :

• ❌ All other rights

Example 3: Creating the "Warehouse" Role

Objective : Inventory management only requires viewing products and orders.

Granting authority :

• ✅ Product Hub: Complete
• ✅ Product Order: View, Update Status
• ⚠️ CRM: View only

Important Note

⚠️ Best Practices

1. The principle of least authority : Grant only what is necessary.
2. Periodic Review : Re-examine employee permissions when employees change positions.
3. Backup before deleting : Save the role configuration before deleting.
4. Permission test : Log in with the assigned account to perform the test.

🔒 Security

• Only administrators are authorized to manage permissions.
• Do not share the Administrator account.
• Log all permission changes.

FAQ

Q: Is it possible to assign multiple roles to one person?

A : Currently, each user can only be assigned one role.

Q: Will the new role have an immediate impact?

A : Yes, the role is applied immediately after assignment.

Q: Is it possible to roll back permissions?

A : The role can be reassigned at any time.

Summary

With the Permission Management feature in GTG CRM:

• ✅ Expanding the safety team
• ✅ Data access control
• ✅ Professional operation
• ✅ Easy team management